Exact Macro

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06/01/2026

The US should stop fighting its own success:

https://exactmacro.substack.com/p/0eed7cac-0a62-4cb7-b9bf-48c1d12852a5?postPreview=paid&updated=2026-06-01T00%3A42%3A07.047Z&audience=everyone&free_preview=false&freemail=true

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The US should stop fighting its own success.

05/26/2026

The AI boom and loose monetary policy keeps delaying the slowdown:

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-4d6

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The AI boom and loose monetary policy keeps delaying the slowdown.

05/18/2026

The tug-of-war between the AI boom and negative supply shocks continues.

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-151

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The economy is hot; too hot in fact.

05/11/2026

The US economy is running too hot for stocks to go much higher for long:

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-151

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The economy is hot; too hot in fact.

05/04/2026

AI versus Trump's policy mistakes and the impact on stocks:

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-dfe

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A Tale of Two Supply-Sides

04/27/2026

The Stock Market is Sunny, but the Warsh Nomination Presents Clouds:

https://open.substack.com/pub/exactmacro/p/stock-and-gdp-outlook-for-week-ending-fd3?r=5h6ub&utm_campaign=post&utm_medium=web

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The Stock Market is Sunny, but the Warsh Nomination Presents Clouds

04/20/2026

Oil prices fell, but economic growth prospects softened.

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-f7b

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Oil prices fell, but economic growth prospects softened.

04/13/2026

For stocks and the economy, this too shall pass.

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-b82

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This too shall pass.

04/06/2026

Shocking behavior threatens stock prices and the economy.

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-6d4

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Shocking behavior threatens stock prices and the economy.

03/30/2026

The casualties of the war in Iran increasingly include stocks and the US economy.

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-8a0

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The casualties of the growing war in Iran increasingly includes stocks and the US economy.

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